From the Director

When I took over the leadership of Girard in 2002, I stepped into the role of guiding a firm with a long, successful history and an impeccable reputation born of a unique combination of tradition and legacy.

That legacy extends back to the 1970’s, where my father, Richard Woltman, was instrumental in forming and guiding the model of the independent broker/dealer model in the United States. From the very beginning, he championed the independent relationship advisors had with broker/dealers and developed innovative methods of empowering their success. Together with the fundamental values of honesty, integrity and loyalty, he formed the solid foundation on which Girard was built.

I have been privileged to lead the continued growth of Girard these last many years, then progressing to Girard joining Cetera Financial Group in 2015. This partnership is the next exciting step in Girard’s long, successful history. This Partnership offers what I feel is the ideal combination for financial advisors, which includes the legacy and tradition of a family-run business together with the size, technology and power of Cetera, one of the leading broker-dealer networks in the United States.

I look forward to what the future holds for Girard and our advisors, and invite you to consider joining our growing network and the exciting opportunities it provides.

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